This is an educational forum and discussion group for interested new investors, veteran investors, and those wanting to manage or self-direct their own accounts. We will hear from experienced industry veterans on timely topics and strategies in addition to sharing opinions of popular investing and financial planning topics related to how to make and preserve money in today's market.

Even if you are totally new to investing, or just need help managing a 401K, IRA or college fund, please feel free to join us, I guarantee you will learn something useful. The primary purpose of this group is to help people spend, save, invest, insure and plan wisely for the future to achieve financial independence. Those who are new or intermediate investors or desire a stronger financial literacy are encouraged to attend.

Advanced trading presentations and discussions will be held on a quarterly basis should enough interest warrant. Please contact Douglas MacDonald directly at 925-786-0328 or macdonald.douglas(at)principal.com should you desire to join an advanced stock market discussion session.

Although we pay Meetup almost $200 per year to organize this group, currently there is no charge to attend, however, voluntary contributions via PayPal are always much appreciated!